Dfa Real Estate Fund Manager Performance Evaluation
| DFREX Fund | USD 40.46 0.02 0.05% |
The fund shows a Beta (market volatility) of 0.35, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dfa Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dfa Real is expected to be smaller as well.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dfa Real Estate are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Dfa Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreDfa |
Dfa Real Relative Risk vs. Return Landscape
If you would invest 3,958 in Dfa Real Estate on October 30, 2025 and sell it today you would earn a total of 88.00 from holding Dfa Real Estate or generate 2.22% return on investment over 90 days. Dfa Real Estate is currently producing 0.0389% returns and takes up 0.6716% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Dfa, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dfa Real Current Valuation
Overvalued
Today
Please note that Dfa Real's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Dfa Real Estate shows a prevailing Real Value of $38.22 per share. The current price of the fund is $40.46. We determine the value of Dfa Real Estate from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Dfa Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa Real's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 40.46 | Real 38.22 | Hype 40.46 | Naive 40.31 |
The intrinsic value of Dfa Real's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Dfa Real's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Dfa Real Estate helps investors to forecast how Dfa mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Dfa Real more accurately as focusing exclusively on Dfa Real's fundamentals will not take into account other important factors: Dfa Real Target Price Odds to finish over Current Price
The tendency of Dfa Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 40.46 | 90 days | 40.46 | about 21.19 |
Based on a normal probability distribution, the odds of Dfa Real to move above the current price in 90 days from now is about 21.19 (This Dfa Real Estate probability density function shows the probability of Dfa Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Dfa Real has a beta of 0.35 suggesting as returns on the market go up, Dfa Real average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Dfa Real Estate will be expected to be much smaller as well. Additionally Dfa Real Estate has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Dfa Real Price Density |
| Price |
Predictive Modules for Dfa Real
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Dfa Real Estate. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Dfa Real's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Dfa Real Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Dfa Real is not an exception. The market had few large corrections towards the Dfa Real's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Dfa Real Estate, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Dfa Real within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.05 | |
β | Beta against Dow Jones | 0.35 | |
σ | Overall volatility | 0.50 | |
Ir | Information ratio | -0.13 |
Dfa Real Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Dfa Real for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Dfa Real Estate can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 99.17% of its assets under management (AUM) in equities |
Dfa Real Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa Real, and Dfa Real fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Dfa Mutual Fund performance.
| Price To Earning | 26.71 X | ||||
| Price To Book | 2.31 X | ||||
| Price To Sales | 6.51 X | ||||
| Total Asset | 11.76 B | ||||
About Dfa Real Performance
Evaluating Dfa Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa Real has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Dfa Real has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund, using a market capitalization weighted approach, purchases readily marketable equity securities of companies whose principal activities include ownership, management, development, construction, or sale of residential, commercial or industrial real estate. It will principally invest in equity securities of companies in certain real estate investment trusts and companies engaged in residential construction and firms, except partnerships, whose principal business is to develop commercial property.Things to note about Dfa Real Estate performance evaluation
Checking the ongoing alerts about Dfa Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.17% of its assets under management (AUM) in equities |
- Analyzing Dfa Real's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Dfa Real's stock is overvalued or undervalued compared to its peers.
- Examining Dfa Real's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Dfa Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa Real's mutual fund. These opinions can provide insight into Dfa Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dfa Mutual Fund
Dfa Real financial ratios help investors to determine whether Dfa Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dfa with respect to the benefits of owning Dfa Real security.
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